Intellisight Partners, LLC at 5930 Normandy Dr, Calabasas, Ca 91302 lists Alexander D Lyons of Calabasas, CA as the associate.
Zachary B Lyons
Individual Agent
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6331 GOLDEN LILY WAY, SAN DIEGO, CA 92130
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Alexander D Lyons
Manager
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5930 NORMANDY DR, CALABASAS, CA 91302
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5930 NORMANDY DR, CALABASAS, CA 91302
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2023 | Plan NameINTELLISIGHT PARTNERS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$542,044 / $656,062 | 2023 | INTELLISIGHT PARTNERS, LLC RETIREMENT TRUST - Plan #001 | 1 / 1 | $542,044 / $656,062 |
2022 | Plan NameINTELLISIGHT PARTNERS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$1,321,850 / $542,044 | 2022 | INTELLISIGHT PARTNERS, LLC RETIREMENT TRUST - Plan #001 | 2 / 1 | $1,321,850 / $542,044 |
2021 | Plan NameINTELLISIGHT PARTNERS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,069,324 / $1,321,850 | 2021 | INTELLISIGHT PARTNERS, LLC RETIREMENT TRUST - Plan #001 | 2 / 2 | $1,069,324 / $1,321,850 |
2020 | Plan NameINTELLISIGHT PARTNERS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$778,653 / $1,069,324 | 2020 | INTELLISIGHT PARTNERS, LLC RETIREMENT TRUST - Plan #001 | 2 / 2 | $778,653 / $1,069,324 |
2019 | Plan NameINTELLISIGHT PARTNERS, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$522,796 / $778,653 | 2019 | INTELLISIGHT PARTNERS, LLC RETIREMENT TRUST - Plan #001 | 2 / 2 | $522,796 / $778,653 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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02/07/2021 | Approved$47,385 Forgiven$47,838 LenderWells Fargo Bank, National Association Jobs2 | 02/07/2021 | $47,385 | $47,838 | Wells Fargo Bank, National Association | 2 |
04/14/2020 | Approved$37,400 Forgiven$37,665 LenderCustomers Bank Jobs2 | 04/14/2020 | $37,400 | $37,665 | Customers Bank | 2 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration